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Financial Consultant

Private Client Advisor, Wealth Planning & Relationships

Job in Troy, Miami County, Ohio, 45373, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Ohio seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to diverse clients. The role requires strong relationship management and client acquisition skills, along with necessary financial licenses. Candidates should have at least 2 years of related experience and a passion for educating clients. This position offers the opportunity to build significant client relationships and embrace digital innovations for enhanced client service.
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